Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Radcliff Lowery is a financial professional with over 16 years of experience in the financial services industry. Matthew currently holds active registrations with both FINRA and the SEC, along with registrations in several states. Matthew has a strong track record of success in providing comprehensive financial planning and investment management services to a diverse clientele. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Personal Financial Specialist designation from the American Institute of Certified Public Accountants (AICPA). Matthew has also earned the Chartered Financial Analyst designation, demonstrating a commitment to a high standard of professional excellence. Currently, Matthew is affiliated with both The Strategic Financial Alliance, Inc. and Carolina Wealth Advisors. These firms offer a range of financial services, including investment management, financial planning, insurance, and retirement planning. Matthew has worked with these firms for over 9 years and is a valuable member of their team.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
07/23/2014 - Present
THE Strategic Financial Alliance, Inc. (MYRTLE BEACH SC)
SC
01/12/2009 - 03/11/2009
AVENTURA SECURITIES, LLC (MYRTLE BEACH SC)
SC
09/29/2008 - 12/31/2008
ING FINANCIAL PARTNERS, INC. (SURFSIDE BEACH SC)
SC
08/15/2006 - 11/01/2007
ING FINANCIAL PARTNERS, INC. (COLUMBIA SC)
BC
Issued 03/27/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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